-88.2%
NRGD vs VOO
+28.2%
-116.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +1.8% |
| 7D | -8.8% | +0.1% | -8.9% | -8.7% |
| 30D | -37.2% | +0.1% | -37.3% | -37.4% |
| 3M | -42.6% | +2.0% | -44.6% | -42.2% |
| 6M | -62.0% | +13.0% | -75.0% | -55.8% |
| YTD | -82.6% | +13.6% | -96.2% | -79.4% |
| 1Y | -83.1% | +20.1% | -103.1% | -76.3% |
| All | -88.2% | +28.2% | -116.4% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling